CWA
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Clearview Wealth Advisors’s DT Midstream DTM Stock Holding History

Clearview Wealth Advisors’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4
Closed -$216 – 248
2023
Q2 		$216 Hold
4
– – ﹤0.01% 661
2023
Q1 		$212 Hold
4
– – ﹤0.01% 645
2022
Q4 		$235 Hold
4
– – ﹤0.01% 588
2022
Q3 		$0 Hold
4
– – ﹤0.01% 592
2022
Q2 		$0 Sell
4
-29
-88% -$1.58K ﹤0.01% 598
2022
Q1 		$2K Hold
33
– – ﹤0.01% 517
2021
Q4 		$2K Hold
33
– – ﹤0.01% 581
2021
Q3 		$2K Buy
+33
New +$1.44K ﹤0.01% 578

Other funds holding DTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return